WAM
PACW

Wealthspire Advisors (Maryland)’s PacWest Bancorp PACW Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio PACW Stock Details PACW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-3,053
Closed -$115K – 2206
2019
Q1 		$115K Sell
3,053
-381
-11% -$14.8K 0.01% 593
2018
Q4 		$114K Sell
3,434
-656
-16% -$26.2K 0.01% 566
2018
Q3 		$195K Sell
4,090
-349
-8% -$17.6K 0.02% 468
2018
Q2 		$219K Sell
4,439
-526
-11% -$27.5K 0.02% 440
2018
Q1 		$246K Sell
4,965
-302
-6% -$15.8K 0.02% 411
2017
Q4 		$265K Sell
5,267
-78
-1% -$3.72K 0.03% 405
2017
Q3 		$270K Sell
5,345
-2,213
-29% -$104K 0.03% 388
2017
Q2 		$353K Sell
7,558
-461
-6% -$22.5K 0.04% 309
2017
Q1 		$427K Buy
8,019
+2,109
+36% +$116K 0.06% 214
2016
Q4 		$322K Buy
5,910
+1,261
+27% +$61K 0.05% 257
2016
Q3 		$199K Sell
4,649
-439
-9% -$18.3K 0.03% 386
2016
Q2 		$202K Sell
5,088
-230
-4% -$9.02K 0.03% 363
2016
Q1 		$198K Buy
5,318
+141
+3% +$5K 0.03% 362
2015
Q4 		$223K Buy
+5,177
New +$233K 0.04% 337

Other funds holding PACW

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
CCMLC
Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s PACW Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of PacWest Bancorp (PACW) in Q2 2019, closing a stake of 3,053 shares — an estimated $115K sold.

Wealthspire Advisors (Maryland) first reported a position in PACW in Q4 2015 and held it in 14 quarters. The position peaked at $427K in Q1 2017. 398 funds tracked by Wall St. Rank hold PACW as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining PacWest Bancorp position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 3,053 PacWest Bancorp shares in Q2 2019, an estimated $115K.
  • Wealthspire Advisors (Maryland) first reported a position in PacWest Bancorp in Q4 2015 and held it in 14 quarters.
  • Wealthspire Advisors (Maryland)'s PacWest Bancorp position peaked at $427K in Q1 2017.
  • 398 funds tracked by Wall St. Rank held PacWest Bancorp as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.